Nuveen S&P 500 BuyWrite Income Fund
BXMXDelisted Mar 30, 2026- SEC CIK
- 0001298699
Nuveen S&P 500 BuyWrite Income Fund was delisted on Mar 30, 2026; its insiders filed their last Form 4 on Feb 21, 2025; 177 institutions reported holding it in 13F filings for Q4 2025, worth $481.3M in total; no superinvestor held it.
13F holders, Q2 2024
Institutional positions in Nuveen S&P 500 BuyWrite Income Fund as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 156
- +9 vs. Q1 2024
- Shares held
- 31.2M
- +1.06M (+3.5%) vs. Q1 2024
- Total value
- $421.0M
- +$22.5M (+5.6%) vs. Q1 2024
- New holders
- 22
- 44 more added
- Sold out
- 13
- 49 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BXMX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 5 | $331.2K |
| Q4 2025 | 177 | $481.3M |
| Q3 2025 | 158 | $466.7M |
| Q2 2025 | 159 | $438.0M |
| Q1 2025 | 165 | $421.5M |
| Q4 2024 | 171 | $456.0M |
| Q3 2024 | 154 | $432.1M |
| Q2 2024 | 156 | $421.0M |
| Q1 2024 | 149 | $399.3M |
| Q4 2023 | 150 | $382.5M |
| Q3 2023 | 138 | $361.2M |
| Q2 2023 | 135 | $365.6M |
| Q1 2023 | 129 | $352.2M |
| Q4 2022 | 135 | $336.2M |
| Q3 2022 | 125 | $307.1M |
| Q2 2022 | 127 | $318.8M |
| Q1 2022 | 117 | $356.3M |
| Q4 2021 | 114 | $370.1M |
| Q3 2021 | 107 | $346.3M |
| Q2 2021 | 111 | $347.4M |
| Q1 2021 | 121 | $340.7M |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 BuyWrite Income Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 11,038,997 | $149.0M | 0.01% | +97,023+0.9% | Added |
| UBS Group AG | 1,804,257 | $24.4M | 0.01% | +2250.0% | Added |
| LPL Financial LLC | 1,658,211 | $22.4M | 0.01% | −12,362−0.7% | Reduced |
| Invesco Ltd. | 1,459,046 | $19.7M | 0.00% | +107,973+8.0% | Added |
| Wells Fargo & Company | 1,403,857 | $19.0M | 0.00% | −91,254−6.1% | Reduced |
| Cornerstone Advisors, LLC | 974,532 | $13.2M | 0.53% | −43,035−4.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 851,314 | $11.5M | 0.02% | −846−0.1% | Reduced |
| Bank of America Corp | 777,180 | $10.5M | 0.00% | +30,533+4.1% | Added |
| Royal Bank of Canada | 661,497 | $8.93M | 0.00% | +8,650+1.3% | Added |
| Raymond James & Associates | 603,099 | $8.14M | 0.01% | −12,015−2.0% | Reduced |
| Guggenheim Capital LLC | 580,212 | $7.83M | 0.06% | +3,528+0.6% | Added |
| Envestnet Asset Management Inc | 537,514 | $7.26M | 0.00% | +364,454+210.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 515,813 | $6.96M | 0.03% | +17,625+3.5% | Added |
| Lindbrook Capital, LLC | 473,830 | $6.40M | 0.60% | +17,700+3.9% | Added |
| Shaker Financial Services, LLC | 426,207 | $5.86M | 2.37% | −83,412−16.4% | Reduced |
| CNH Partners LLC | 378,587 | $5.10M | 0.13% | +215,503+132.1% | Added |
| Commonwealth Equity Services, LLC | 359,840 | $4.86M | 0.01% | −3,433−0.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 320,913 | $4.33M | 0.01% | −27,251−7.8% | Reduced |
| Advisors Asset Management, Inc. | 302,574 | $4.08M | 0.08% | +120,762+66.4% | Added |
| Legacy Capital Wealth Partners, LLC | 298,274 | $4.03M | 1.03% | +298,274 | New |
| Wolverine Asset Management LLC | 273,989 | $3.70M | 0.07% | +8,721+3.3% | Added |
| Focused Wealth Management, Inc | 273,273 | $3.69M | 0.54% | +12,404+4.8% | Added |
| Ameriprise Financial Inc | 271,073 | $3.68M | 0.00% | −53,246−16.4% | Reduced |
| Advisor Group Holdings, Inc. | 263,689 | $3.56M | 0.01% | −121,098−31.5% | Reduced |
| Stifel Financial Corp | 263,034 | $3.55M | 0.00% | +8,681+3.4% | Added |
| MONECO Advisors, LLC | 258,951 | $3.50M | 0.51% | −7,327−2.8% | Reduced |
| Landscape Capital Management, L.L.C. | 258,167 | $3.49M | 0.29% | −77,415−23.1% | Reduced |
| Twelve Points Wealth Management LLC | 239,864 | $3.24M | 1.14% | +44,206+22.6% | Added |
| Sage Capital Management, LLC | 214,398 | $2.89M | 1.52% | +2,436+1.1% | Added |
| TPG Advisors LLC | 143,869 | $1.94M | 1.65% | +143,869 | New |
| National Asset Management, Inc. | 131,877 | $1.81M | 0.05% | +6,122+4.9% | Added |
| Moors & Cabot, Inc. | 126,959 | $1.71M | 0.09% | −326−0.3% | Reduced |
| Park Avenue Securities LLC | 124,826 | $1.69M | 0.02% | +124,826 | New |
| Prosperity Wealth Management, Inc. | 118,294 | $1.60M | 0.79% | +2,032+1.7% | Added |
| PVG Asset Management Corp | 113,390 | $1.53M | 6.07% | +113,390 | New |
| Cetera Investment Advisers | 105,196 | $1.42M | 0.00% | +2,037+2.0% | Added |
| Comerica Bank | 101,792 | $1.37M | 0.01% | −457−0.4% | Reduced |
| NCP Inc. | 100,941 | $1.36M | 0.86% | +19,791+24.4% | Added |
| Shulman DeMeo Asset Management LLC | 97,131 | $1.31M | 0.34% | −96−0.1% | Reduced |
| Prospera Financial Services Inc | 95,255 | $1.29M | 0.04% | +1,157+1.2% | Added |
| Islay Capital Management, LLC | 75,955 | $1.03M | 0.74% | −6,323−7.7% | Reduced |
| Atomi Financial Group, Inc. | 73,011 | $985.6K | 0.07% | +12,569+20.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 72,741 | $982.0K | 0.05% | −44,006−37.7% | Reduced |
| HTLF Bank | 71,091 | $959.7K | 0.11% | −1,911−2.6% | Reduced |
| Venture Visionary Partners LLC | 64,342 | $868.6K | 0.04% | +83+0.1% | Added |
| Patten Group, Inc. | 62,727 | $846.8K | 0.20% | −18,171−22.5% | Reduced |
| Meteora Capital, LLC | 56,106 | $757.4K | 0.14% | +56,106 | New |
| Atria Wealth Solutions, Inc. | 49,864 | $682.3K | 0.01% | +10,437+26.5% | Added |
| Northwestern Mutual Wealth Management Co | 49,139 | $663.4K | 0.00% | −31,015−38.7% | Reduced |
| D.A. Davidson & Co. | 49,099 | $662.8K | 0.01% | −3,518−6.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 47,987 | $647.8K | 0.01% | +749+1.6% | Added |
| StoneX Group Inc. | 45,132 | $620.0K | 0.05% | −5,026−10.0% | Reduced |
| Glen Eagle Advisors, LLC | 45,664 | $616.5K | 0.11% | −1,181−2.5% | Reduced |
| Kestra Advisory Services, LLC | 42,143 | $568.9K | 0.00% | −323−0.8% | Reduced |
| Investment Partners Asset Management, Inc. | 41,691 | $562.8K | 0.50% | −1,563−3.6% | Reduced |
| GWM Advisors LLC | 41,665 | $562.5K | 0.00% | +10,904+35.4% | Added |
| Truist Financial Corp | 41,267 | $557.1K | 0.00% | −13,692−24.9% | Reduced |
| HighTower Advisors, LLC | 40,214 | $543.0K | 0.00% | −666−1.6% | Reduced |
| Baird Financial Group, Inc. | 36,776 | $496.5K | 0.00% | +2,590+7.6% | Added |
| Sanctuary Advisors, LLC | 38,589 | $490.1K | 0.00% | +38,589 | New |
| Two Sigma Investments, LP | 36,025 | $486.3K | 0.00% | +36,025 | New |
| Rockefeller Capital Management L.P. | 35,617 | $480.8K | 0.00% | −5,709−13.8% | Reduced |
| Leo Wealth, LLC | 34,991 | $472.4K | 0.05% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 34,834 | $470.3K | 0.04% | −1,400−3.9% | Reduced |
| Mariner, LLC | 33,760 | $455.8K | 0.00% | +6,083+22.0% | Added |
| Boothbay Fund Management, LLC | 33,084 | $446.6K | 0.01% | +33,084 | New |
| Jackson, Grant Investment Advisers, Inc. | 29,355 | $396.3K | 0.16% | +378+1.3% | Added |
| Captrust Financial Advisors | 28,969 | $391.1K | 0.00% | −500−1.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 28,798 | $388.8K | 0.06% | +225+0.8% | Added |
| NBC Securities, Inc. | 28,339 | $382.0K | 0.03% | −245−0.9% | Reduced |
| Fiduciary Financial Group, LLC | 27,422 | $373.2K | 0.09% | +27,422 | New |
| Tyche Wealth Partners LLC | 27,276 | $368.2K | 0.09% | −666−2.4% | Reduced |
| Capstone Financial Advisors, Inc. | 26,423 | $356.7K | 0.02% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 23,470 | $316.8K | 0.15% | −1,717−6.8% | Reduced |
| The PNC Financial Services Group, Inc. | 23,318 | $314.8K | 0.00% | +495+2.2% | Added |
| Nations Financial Group Inc, | 22,430 | $302.8K | 0.02% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 22,180 | $299.4K | 0.08% | +141+0.6% | Added |
| Atria Investments LLC | 22,166 | $299.2K | 0.00% | +22,166 | New |
| Instrumental Wealth, LLC | 22,704 | $297.0K | 0.31% | +162+0.7% | Added |
| Palogic Value Management, L.P. | 21,871 | $295.3K | 0.13% | −1,500−6.4% | Reduced |
| Bank of New York Mellon Corp | 21,051 | $284.2K | 0.00% | −1,093−4.9% | Reduced |
| Marco Investment Management LLC | 20,300 | $274.1K | 0.03% | 00.0% | Unchanged |
| Apriem Advisors | 19,675 | $265.6K | 0.03% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 19,465 | $262.8K | 0.21% | +19,465 | New |
| Kestra Private Wealth Services, LLC | 19,427 | $262.3K | 0.01% | −4,038−17.2% | Reduced |
| Great Valley Advisor Group, Inc. | 19,253 | $259.9K | 0.01% | −2,300−10.7% | Reduced |
| Maltin Wealth Management, Inc. | 18,712 | $252.6K | 0.14% | +276+1.5% | Added |
| Kraft, Davis & Associates, LLC | 18,535 | $243.8K | 0.07% | 00.0% | Unchanged |
| Commons Capital, LLC | 17,818 | $240.5K | 0.29% | −548−3.0% | Reduced |
| Pathstone Holdings, LLC | 17,537 | $236.8K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 16,932 | $232.6K | 0.09% | −100−0.6% | Reduced |
| Apella Capital, LLC | 15,035 | $205.2K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 14,819 | $200.1K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 14,686 | $198.3K | 0.00% | −16,691−53.2% | Reduced |
| Susquehanna International Group, LLP | 13,930 | $188.1K | 0.00% | −20−0.1% | Reduced |
| Davenport & Co LLC | 13,927 | $188.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 13,310 | $179.7K | 0.02% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 13,205 | $178.3K | 0.05% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 12,678 | $171.2K | 0.02% | +12,678 | New |
| Founders Financial Alliance, LLC | 12,640 | $170.6K | 0.05% | +130+1.0% | Added |